Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,443
Closed -$143K 725
2025
Q1
$143K Sell
16,443
-8,432
-34% -$73.1K 0.01% 671
2024
Q4
$302K Sell
24,875
-1,363
-5% -$16.5K 0.01% 550
2024
Q3
$441K Buy
26,238
+439
+2% +$7.38K 0.02% 451
2024
Q2
$403K Buy
+25,799
New +$403K 0.02% 457